Largest Portfolios by Value

Filing on Oct 28, 2025 Q3 2025

Professional Financial Advisors, LLC

  • SPTM
  • AGG
  • NTSX
  • VXUS
  • NTSI
  • VTI
  • BIL
Professional Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 125
Filing on Oct 31, 2025 Q3 2025

Harvey Capital Management Inc

  • NVDA
  • AMZN
  • GOOG
  • AAPL
  • MSFT
  • NEM
  • URI
Harvey Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 85
Filing on Oct 24, 2025 Q3 2025

Solidarilty Wealth, LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • ALSN
  • BRK-B
  • NRP
Solidarilty Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 81
Filing on Nov 06, 2025 Q3 2025

Wescap Management Group, Inc.

  • RSP
  • IAU
  • VCIT
  • FNDF
  • DBEF
  • FLRN
  • IHDG
Wescap Management Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 103
Filing on Nov 14, 2025 Q3 2025

Bayesian Capital Management, LP

  • MSFT
  • META
  • BSX
  • ACN
  • HOOD
  • EXPE
  • UNH
Bayesian Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 503
Filing on Nov 13, 2025 Q3 2025

Legacy Capital Wealth Partners, LLC

  • WMT
  • SPY
  • JBHT
  • TSLA
  • RDVY
  • IVV
  • PKW
Legacy Capital Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 378
Filing on Oct 15, 2025 Q3 2025

Alpine Woods Capital Investors, LLC

  • QQQ
  • AVGO
  • JPM
  • AAPL
  • WFC
  • GOOG
  • MSFT
Alpine Woods Capital Investors, LLC's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 153
Filing on Nov 17, 2025 Q3 2025

Harvest Investment Services, LLC

  • LMBS
  • GLD
  • PLTR
  • KTOS
  • FTSM
  • APP
  • FVD
Harvest Investment Services, LLC's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 319
Filing on Jul 26, 2023 Q2 2023

Time Scale Financial, Inc.

  • IVV
  • SCHF
  • SCHD
  • IJH
  • SCHE
  • IJR
  • HYG
Time Scale Financial, Inc.'s Q2 2023 Portfolio
Portfolio Value 462 Million
Stocks 628
Filing on Nov 14, 2025 Q3 2025

Bwcp, LP

  • ZETA
  • MSFT
  • BYD
  • UAL
  • CPNG
  • FIX
  • EYE
Bwcp, LP's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 23
Filing on Oct 22, 2025 Q3 2025

Bender Robert & Associates

  • NVDA
  • AAPL
  • ISRG
  • AMZN
  • MELI
  • META
  • GOOG
Bender Robert & Associates's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 46
Filing on Oct 17, 2025 Q3 2025

Peddock Capital Advisors, LLC

  • NVDA
  • XOM
  • AAPL
  • IVV
  • AGG
  • VB
  • SPY
Peddock Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 160
Filing on Nov 14, 2025 Q3 2025

Third Avenue Management LLC

  • TDW
  • HCC
  • VAL
  • FPH
  • CBRE
  • BCC
  • PLD
Third Avenue Management LLC's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 50
Filing on Oct 27, 2025 Q3 2025

O'Dell Group, LLC

  • SPLG
  • DGRO
  • VTV
  • FDN
  • IEFA
  • IJR
  • SPY
O'Dell Group, LLC's Q3 2025 Portfolio
Portfolio Value 461 Million
Stocks 42
Filing on Oct 15, 2025 Q3 2025

Blue Zone Wealth Advisors, LLC

  • QQQ
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • MSFT
  • IVW
Blue Zone Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 461 Million
Stocks 129
Filing on Nov 13, 2025 Q3 2025

Scoggin Management LP

  • SPY
  • WULF
  • WULF
  • QQQ
  • WULF
  • SATS
  • SATS
Scoggin Management LP's Q3 2025 Portfolio
Portfolio Value 460 Million
Stocks 62
Filing on Nov 03, 2022 Q3 2022

Spectrum Management Group, LLC

  • SPY
  • IVV
  • ESGU
  • AAPL
  • XLK
  • MSFT
  • IUSB
Spectrum Management Group, LLC's Q3 2022 Portfolio
Portfolio Value 460 Million
Stocks 245
Filing on Nov 12, 2025 Q3 2025

Element Pointe Advisors, LLC

  • IVV
  • SPY
  • SHY
  • QUAL
  • IHF
  • JPIE
  • JEPI
Element Pointe Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 460 Million
Stocks 75